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Electrification & Grid

Electrification and grid covers the equipment and construction needed to move far more electricity than today’s network was built for. Transformers, switchgear, and cable have all become scarce, with order books stretching years ahead.

59 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
151
Sterling Capital Management
Sterling Capital Management
North Carolina
$54.5M +$11.3M 7 0.5% Increased
152
Miller Howard Investments
Miller Howard Investments
New York
$54.2M -$3.75M 1 0.97% Reduced
153
TD Asset Management
TD Asset Management
Ontario, Canada
$53.9M +$4.98M 4 0.1% Increased
154
Regions Financial Corp
Regions Financial Corp
Alabama
$53M +$48.7M 5 0.69% Increased
155
SCM
Snow Capital Management
Pennsylvania
$51.4M -$21.8M 1 2.42% Reduced
156
KeyBank National Association
KeyBank National Association
Ohio
$51.2M -$1.92M 7 0.33% Reduced
157
Trillium Asset Management
Trillium Asset Management
Massachusetts
$50.4M +$438K 4 3.32% Increased
158
HSBC Holdings
HSBC Holdings
United Kingdom
$50.2M -$8.68M 8 0.14% Reduced
159
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ)
Florida
$50M -$8.05M 2 1.01% Reduced
160
Calamos Advisors
Calamos Advisors
Illinois
$49.1M -$18.2M 3 0.34% Reduced
161
Jupiter Investment Management
Jupiter Investment Management
United Kingdom
$48.4M +$14M 1 0.91% Increased
162
SFM
Systematic Financial Management
New Jersey
$48.2M +$14.2M 4 0.66% Increased
163
Fidelity International
Fidelity International
Bermuda
$44.9M -$5.93M 3 0.14% Reduced
164
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$44.4M +$15.2M 13 0.3% Increased
165
OCAM
Owl Creek Asset Management
New York
$44.3M +$8.04M 1 2.78% Increased
166
Aperio Group
Aperio Group
California
$44.3M +$3.81M 10 0.35% Increased
167
Harris Associates
Harris Associates
Illinois
$43.9M -$197K 1 0.09% Reduced
168
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$43.8M +$5.17M 4 0.38% Increased
169
CIP
Champlain Investment Partners
Vermont
$43.7M +$4.1M 1 0.75% Increased
170
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$43.1M -$2.46M 1 0.57% Reduced
171
Van Berkom & Associates
Van Berkom & Associates
Quebec, Canada
$42.1M +$5.66M 1 1.93% Increased
172
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$41.6M +$5.15M 1 0.53% Increased
173
Commerzbank Aktiengesellschaft
Commerzbank Aktiengesellschaft
Germany
$40.7M +$506K 5 0.27% Increased
174
BRC
Blue Ridge Capital
New York
$40.6M +$43.5M 1 0.52% New
175
Seizert Capital Partners
Seizert Capital Partners
Michigan
$40.6M -$20.2M 2 1.54% Reduced